Enhance your client relationships
by making use of our investment management
expertise in a wide range of areas, and choose
those that best suit your clients’ needs.
Comprehensive solutions.
We provide investment funds and portfolio management options for all client segments, with £1m of assets or more.
Our dedicated investment service for Financial Planners also draws from our Multi-Asset portfolios.
Building relationships.
Strong relationships built on trust are fundamental to our business. So, we take time to get to know our financial planning partners and the needs of their clients, giving them access to a dedicated, bespoke investment management service tailored to those needs.
Brown Shipley Funds
AIM Portfolio
Investing puts capital at risk.
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